#bitcoin vs #software
📉 Bitcoin vs Software: Why is “programmed money” falling along with tech giants?
Today, a real storm is raging in the markets. Bitcoin ($BTC ) has retreated to the $65,000 mark, losing almost all of its price over $70k. What is interesting is that this time the crypto is falling not by itself, but in close connection with the technology sector.
🔍 Main theses:
• Crisis of faith in software: The Software Index (IGV) has fallen by 21% since the beginning of the year. Investors are reviewing the valuation of software companies due to the rapid development of AI. Question of the day: why pay for expensive licenses if AI agents write code exponentially faster and cheaper?
• BTC as “programmed money”: Macrostrategist Jim Bianco notes that the crypto market and the software sector are now moving in tandem. The chart shows an impressive correlation — Bitcoin is actually repeating the fate of the US tech sector.
• Metals Panic: The evening was a roller coaster ride for investors as precious metals tumbled. Silver fell 10.3%, while gold sank 3.1%.
📊 Digital as of 02/12/2026:
• #bitcoin : ~$67.4k (after falling from $70k)
• Software Index (#IGV ): Back to last week’s panic lows.
• #GOLD : $4,938.
Summary: We are witnessing a global repricing of assets amid “AI-phobia.” The market is trying to figure out where classic software and crypto assets will fit in a world dominated by artificial intelligence.
